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LatestWas July's Selloff Already Written in April?
A line-by-line review of two signals identified in April: the M1 turn and the market's final rally. The abrupt reversal after the growth-to-value ratio reached a historic 2.43 extreme was not a surprise; it was the script playing out.
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The Final Rally in China A-Shares
The rebound in M1 growth explained the previous leg of the A-share rally and also suggests that the current advance is closer to a final liquidity-driven push.
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